Price T Rowe Group Inc
TROW- Exchange
- Nasdaq
- Industry
- Investment Advice
- SEC CIK
- 0001113169
In the last 90 days, Price T Rowe Group Inc insiders filed 0 open-market purchases and 1 sale; 1,171 institutions reported holding it in 13F filings for Q2 2026, worth $21.6B in total; Markel Group is the only superinvestor holding it.
13F holders, Q2 2021
Institutional positions in Price T Rowe Group Inc as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,079
- +52 vs. Q1 2021
- Shares held
- 163.9M
- +4.49M (+2.8%) vs. Q1 2021
- Total value
- $32.5B
- +$5.12B (+18.7%) vs. Q1 2021
- New holders
- 118
- 393 more added
- Sold out
- 66
- 380 more reduced
12 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TROW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,171 | $21.6B |
| Q1 2026 | 1,094 | $16.8B |
| Q4 2025 | 1,128 | $18.8B |
| Q3 2025 | 1,081 | $17.7B |
| Q2 2025 | 1,077 | $17.0B |
| Q1 2025 | 1,087 | $15.8B |
| Q4 2024 | 1,128 | $19.4B |
| Q3 2024 | 1,055 | $18.0B |
| Q2 2024 | 1,070 | $18.8B |
| Q1 2024 | 1,055 | $20.0B |
| Q4 2023 | 1,058 | $17.7B |
| Q3 2023 | 1,017 | $17.7B |
| Q2 2023 | 1,019 | $19.3B |
| Q1 2023 | 1,013 | $19.8B |
| Q4 2022 | 1,024 | $19.1B |
| Q3 2022 | 1,004 | $18.1B |
| Q2 2022 | 1,046 | $19.2B |
| Q1 2022 | 1,104 | $24.7B |
| Q4 2021 | 1,150 | $32.0B |
| Q3 2021 | 1,121 | $32.2B |
| Q2 2021 | 1,079 | $32.5B |
| Q1 2021 | 1,039 | $27.5B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Price T Rowe Group Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Prestige Wealth Management Group LLC | 136 | $27.0K | 0.01% | −317−70.0% | Reduced |
| Artemis Wealth Advisors, LLC | 131 | $26.0K | 0.00% | +2+1.6% | Added |
| Westside Investment Management, Inc. | 130 | $25.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 118 | $23.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 115 | $23.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 115 | $22.0K | 0.00% | −6,590−98.3% | Reduced |
| HBC Financial Services, PLLC | 111 | $21.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 107 | $21.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 100 | $20.0K | 0.00% | −1,216−92.4% | Reduced |
| Lee Financial Co | 100 | $20.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 100 | $20.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 100 | $20.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $20.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $20.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 103 | $20.0K | 0.00% | +32+45.1% | Added |
| Ade, LLC | 101 | $20.0K | 0.02% | +101 | New |
| Eagle Bay Advisors LLC | 101 | $20.0K | 0.02% | +101 | New |
| Cranbrook Wealth Management, LLC | 95 | $19.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 152 | $19.0K | 0.01% | +152 | New |
| Jones Financial Companies LLLP | 91 | $18.0K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 88 | $17.0K | 0.02% | +1+1.1% | Added |
| Atlas Capital Advisors LLC | 81 | $16.0K | 0.00% | +11+15.7% | Added |
| Bedel Financial Consulting, Inc. | 75 | $15.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 75 | $15.0K | 0.00% | +75 | New |
| Avion Wealth | 73 | $14.0K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 75 | $14.0K | 0.01% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 68 | $13.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 65 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 60 | $12.0K | 0.00% | −156−72.2% | Reduced |
| Loomis Sayles & Co L P | 62 | $12.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 60 | $12.0K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 58 | $11.0K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 50 | $10.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 50 | $10.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 53 | $10.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 48 | $10.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 50 | $10.0K | 0.00% | +50 | New |
| Vigilant Capital Management, LLC | 53 | $10.0K | 0.00% | +53 | New |
| McIlrath & Eck, LLC | 50 | $10.0K | 0.00% | +50 | New |
| Sittner & Nelson, LLC | 43 | $9.00K | 0.01% | 00.0% | Unchanged |
| Resolute Partners Group | 45 | $9.00K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 44 | $9.00K | 0.01% | +44 | New |
| Sutton Wealth Advisors Inc. | 42 | $8.31K | 0.00% | 00.0% | Unchanged |
| Motco | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 38 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 36 | $7.13K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 35 | $6.93K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 31 | $6.00K | 0.00% | −2,230−98.6% | Reduced |
| KB Financial Partners, LLC | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 32 | $6.00K | 0.00% | +6+23.1% | Added |
| Gradient Investments LLC | 31 | $6.00K | 0.00% | +31 | New |
| Security National Trust Co | 25 | $5.00K | 0.00% | −2,645−99.1% | Reduced |
| Baystate Wealth Management LLC | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 16 | $3.00K | 0.00% | +16 | New |
| Aspire Private Capital, LLC | 12 | $2.00K | 0.00% | −134−91.8% | Reduced |
| Standard Family Office LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 8 | $1.60K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 7 | $1.39K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 7 | $1.00K | 0.00% | +7 | New |
| PEAK6 Investments LLC | 3 | $1.00K | 0.00% | +3 | New |
| TSFG, LLC | 7 | $1.00K | 0.00% | +7 | New |
| WestEnd Advisors, LLC | – | $593 | 0.00% | – | New |
| Farmers National Bank | 10,152 | $0 | – | +933+10.1% | Added |
| Lenox Wealth Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $0 | 0.00% | −1−20.0% | Reduced |
| Sofos Investments, Inc. | 54 | – | – | −7−11.5% | Reduced |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −125,680−100.0% | Sold out |
| Hallmark Capital Management Inc | 0 | $0 | 0.00% | −67,046−100.0% | Sold out |
| Smith Asset Management Group LP | 0 | $0 | 0.00% | −65,192−100.0% | Sold out |
| Capital Bank & Trust Co | 0 | $0 | 0.00% | −50,904−100.0% | Sold out |
| Winmill & Co. Inc | 0 | $0 | 0.00% | −45,621−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −43,738−100.0% | Sold out |
| Greystone Financial Group, LLC | 0 | $0 | 0.00% | −38,075−100.0% | Sold out |
| Moreno Evelyn V | 0 | $0 | 0.00% | −40,253−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −34,679−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −32,572−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −28,991−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −18,780−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −18,365−100.0% | Sold out |
| Nixon Peabody Trust Co | 0 | $0 | 0.00% | −12,822−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −11,782−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −11,050−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −9,537−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −8,833−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −8,248−100.0% | Sold out |
| Voya Financial Advisors, Inc. | 0 | $0 | 0.00% | −7,952−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −7,179−100.0% | Sold out |